Long Road Investment Counsel as of Dec. 31, 2025
Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 10.2 | $27M | 295k | 91.21 | |
| Stryker Corporation (SYK) | 5.7 | $15M | 43k | 351.47 | |
| Alphabet Inc Class C cs (GOOG) | 5.7 | $15M | 48k | 313.80 | |
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $14M | 45k | 313.00 | |
| Automatic Data Processing (ADP) | 5.0 | $13M | 51k | 257.23 | |
| Oracle Corporation (ORCL) | 4.8 | $13M | 64k | 194.91 | |
| Fastenal Company (FAST) | 3.7 | $9.7M | 242k | 40.13 | |
| Illinois Tool Works (ITW) | 3.5 | $9.3M | 38k | 246.30 | |
| Intercontinental Exchange (ICE) | 3.0 | $8.0M | 50k | 161.96 | |
| IDEXX Laboratories (IDXX) | 2.9 | $7.6M | 11k | 676.53 | |
| Apple (AAPL) | 2.7 | $7.1M | 26k | 271.86 | |
| Rb Global (RBA) | 2.2 | $5.7M | 56k | 102.87 | |
| Expeditors International of Washington (EXPD) | 2.1 | $5.5M | 37k | 149.01 | |
| Starbucks Corporation (SBUX) | 2.1 | $5.5M | 65k | 84.21 | |
| AFLAC Incorporated (AFL) | 1.8 | $4.7M | 43k | 110.27 | |
| Affiliated Managers (AMG) | 1.7 | $4.5M | 16k | 288.28 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $4.5M | 7.7k | 579.45 | |
| General Electric (GE) | 1.7 | $4.4M | 14k | 308.02 | |
| Wright Express (WEX) | 1.5 | $4.1M | 27k | 148.98 | |
| Omni (OMC) | 1.5 | $4.1M | 50k | 80.75 | |
| Pepsi (PEP) | 1.5 | $3.9M | 27k | 143.52 | |
| Broadridge Financial Solutions (BR) | 1.4 | $3.8M | 17k | 223.17 | |
| Air Products & Chemicals (APD) | 1.4 | $3.6M | 15k | 247.02 | |
| Dorman Products (DORM) | 1.3 | $3.5M | 28k | 123.19 | |
| Estee Lauder Companies (EL) | 1.3 | $3.4M | 33k | 104.72 | |
| Becton, Dickinson and (BDX) | 1.2 | $3.1M | 16k | 194.07 | |
| Johnson & Johnson (JNJ) | 1.1 | $3.0M | 14k | 206.95 | |
| Gilead Sciences (GILD) | 1.1 | $2.9M | 24k | 122.74 | |
| State Street Corporation (STT) | 1.1 | $2.8M | 22k | 129.01 | |
| Cintas Corporation (CTAS) | 1.0 | $2.6M | 14k | 188.07 | |
| Intuit (INTU) | 1.0 | $2.6M | 3.9k | 662.42 | |
| Fidelity National Information Services (FIS) | 0.9 | $2.5M | 37k | 66.46 | |
| Ge Vernova (GEV) | 0.9 | $2.3M | 3.6k | 653.66 | |
| Microsoft Corporation (MSFT) | 0.8 | $2.2M | 4.6k | 483.62 | |
| Cheesecake Factory Incorporated (CAKE) | 0.8 | $2.2M | 43k | 50.48 | |
| BorgWarner (BWA) | 0.8 | $2.1M | 47k | 45.06 | |
| Workday Inc cl a (WDAY) | 0.8 | $2.0M | 9.4k | 214.78 | |
| Nortonlifelock (GEN) | 0.8 | $2.0M | 74k | 27.19 | |
| Accenture (ACN) | 0.7 | $2.0M | 7.4k | 268.30 | |
| Moody's Corporation (MCO) | 0.7 | $1.9M | 3.7k | 510.85 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $1.8M | 2.7k | 681.92 | |
| Berkshire Hathaway (BRK.A) | 0.6 | $1.5M | 2.00 | 754800.00 | |
| Abbott Laboratories (ABT) | 0.6 | $1.5M | 12k | 125.29 | |
| Abbvie (ABBV) | 0.5 | $1.3M | 5.6k | 228.49 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.3M | 13k | 96.03 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | 3.9k | 322.22 | |
| Boot Barn Hldgs (BOOT) | 0.4 | $1.1M | 6.5k | 176.47 | |
| State Street Spdr S&pmidcap 40 Etf (MDY) | 0.4 | $1.1M | 1.9k | 603.28 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.4 | $1.0M | 19k | 53.76 | |
| Phinia (PHIN) | 0.4 | $929k | 15k | 62.69 | |
| CarMax (KMX) | 0.4 | $927k | 24k | 38.64 | |
| SYSCO Corporation (SYY) | 0.4 | $926k | 13k | 73.69 | |
| Equifax (EFX) | 0.3 | $898k | 4.1k | 216.98 | |
| Paypal Holdings (PYPL) | 0.3 | $893k | 15k | 58.38 | |
| Costco Wholesale Corporation (COST) | 0.3 | $809k | 938.00 | 862.34 | |
| Amgen (AMGN) | 0.3 | $720k | 2.2k | 327.31 | |
| Medtronic (MDT) | 0.3 | $701k | 7.3k | 96.06 | |
| Procter & Gamble Company (PG) | 0.3 | $690k | 4.8k | 143.31 | |
| Scotts Miracle-Gro Company (SMG) | 0.3 | $681k | 12k | 58.35 | |
| Ge Healthcare Technologies I (GEHC) | 0.3 | $673k | 8.2k | 82.03 | |
| Tractor Supply Company (TSCO) | 0.3 | $663k | 13k | 50.01 | |
| Gentex Corporation (GNTX) | 0.2 | $612k | 26k | 23.27 | |
| Jacobs Engineering Group (J) | 0.2 | $606k | 4.6k | 132.46 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $584k | 4.8k | 120.34 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $571k | 1.6k | 349.99 | |
| Visa (V) | 0.2 | $522k | 1.5k | 350.71 | |
| Knight Swift Transn Hldgs (KNX) | 0.2 | $500k | 9.6k | 52.28 | |
| MasterCard Incorporated (MA) | 0.1 | $380k | 665.00 | 570.88 | |
| Ecolab (ECL) | 0.1 | $336k | 1.3k | 262.52 | |
| Northern Trust Corporation (NTRS) | 0.1 | $335k | 2.5k | 136.59 | |
| Pfizer (PFE) | 0.1 | $325k | 13k | 24.90 | |
| Lowe's Companies (LOW) | 0.1 | $316k | 1.3k | 241.16 | |
| Iron Mountain (IRM) | 0.1 | $290k | 3.5k | 82.95 | |
| Morgan Stanley (MS) | 0.1 | $259k | 1.5k | 177.53 | |
| Facebook Inc cl a (META) | 0.1 | $235k | 355.00 | 660.55 | |
| Paychex (PAYX) | 0.1 | $224k | 2.0k | 112.18 | |
| American Express Company (AXP) | 0.1 | $212k | 573.00 | 369.95 | |
| BP (BP) | 0.1 | $205k | 5.9k | 34.73 | |
| Tesla Motors (TSLA) | 0.1 | $202k | 450.00 | 449.72 |
